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Axos Financial
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Overview Fund Activity

206 hedge funds and large institutions have $1.05B invested in Axos Financial in 2020 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 68 increasing their positions, 77 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
-11
Holders Change %
-5.07%
% of All Funds
4.17%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
18
Increased
68
Reduced
77
Closed
29
Calls
$7.25M
Puts
$3.79M
Net Calls
+$3.47M
Net Calls Change
+$2.87M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$31.2M
2
DAM
2
Davis Asset Management
California
$13.7M
3
Robeco Institutional Asset Management
3
Robeco Institutional Asset Management
Netherlands
$31.5M
4
FAM
4
Fred Alger Management
New York
$12.6M
5
MG
5
Magnolia Group
Nebraska
$3.69M

Top Sellers

1
Invesco
1
Invesco
Georgia
$13.3M
2
BlackRock
2
BlackRock
New York
$187M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$120M
4
FG
4
Formula Growth
Quebec, Canada
$924K
5
Goldman Sachs
5
Goldman Sachs
New York
$2.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Barrow, Hanley, Mewhinney & Strauss
151
Barrow, Hanley, Mewhinney & Strauss
Texas
$164K -$501K -21,588 -75%
CA
152
Clearstead Advisors
Ohio
$164K – – –
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$162K – – –
MOACM
154
Mutual of America Capital Management
New York
$146K +$87.1K +3,743 +148%
AIP
155
Ameritas Investment Partners
Nebraska
$118K – – –
NL
156
NKCFO LLC
Illinois
$117K +$117K +5,000 New
Zurich Cantonal Bank
157
Zurich Cantonal Bank
Switzerland
$113K – – –
BBHC
158
Brown Brothers Harriman & Co
New York
$111K -$22.2K -953 -17%
SBSB
159
Sullivan, Bruyette, Speros & Blaney
Virginia
$101K +$101K +4,312 New
EARNEST Partners
160
EARNEST Partners
Georgia
$84K – – –
GT
161
Glenmede Trust
Pennsylvania
$78K – – –
US Bancorp
162
US Bancorp
Minnesota
$77K +$719 +31 +0.9%
PNC Financial Services Group
163
PNC Financial Services Group
Pennsylvania
$69K +$1.68K +73 +3%
HR
164
Howe & Rusling
New York
$64K +$54.8K +2,357 +597%
OC
165
Oakworth Capital
Alabama
$63K – – –
PHK
166
Point72 Hong Kong
Hong Kong
$60K +$60K +2,577 New
UBS Group
167
UBS Group
Switzerland
$55K -$69.4K -2,958 -56%
Macquarie Group
168
Macquarie Group
Australia
$29K – – –
MSFP
169
Mark Sheptoff Financial Planning
Connecticut
$28K – – –
Fidelity Investments
170
Fidelity Investments
Massachusetts
$27K +$69 +3 +0.3%
Ohio Public Employees Retirement System (OPERS)
171
Ohio Public Employees Retirement System (OPERS)
Ohio
$27K +$8.17K +353 +43%
TSW
172
Thompson Siegel & Walmsley
Virginia
$22K – – –
SWA
173
Sutton Wealth Advisors
Florida
$21.2K – – –
FFA
174
Founders Financial Alliance
North Carolina
$19K +$19K +800 New
IA
175
IFP Advisors
Florida
$15K – – –
5 6
7
8 9